Invesco CurrencyShares Australian Dollar Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CIBC WORLD MARKET INC. | 08/13/2026 | 124.39 K | $8.53 M | 2.13% | 8.72% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 117.76 K | $8.08 M | 8.37% | 8.25% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 07/29/2026 | 36.76 K | $2.52 M | 0.00% | 2.58% |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 08/10/2026 | 21.97 K | $1.51 M | -30.66% | 1.54% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 21.80 K | $1.50 M | 100.00% | 1.53% |
| MORGAN STANLEY | 08/13/2026 | 18.61 K | $1.28 M | -5.00% | 1.30% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 13.95 K | $956.00 K | 100.00% | 0.98% |
| CITADEL ADVISORS LLC | 09/02/2026 | 13.20 K | $905.21 K | 206.98% | 0.93% |
| JANE STREET GROUP, LLC | 08/14/2026 | 13.10 K | $898.36 K | -2.96% | 0.92% |
| UBS GROUP AG | 08/13/2026 | 12.58 K | $862.63 K | 0.48% | 0.88% |
| ROYAL BANK OF CANADA | 08/14/2026 | 8.82 K | $605.00 K | -4.65% | 0.62% |
| UNCONVENTIONAL INVESTOR, LLC | 08/18/2026 | 7.89 K | $541.10 K | 0.34% | 0.55% |
| CITADEL ADVISORS LLC | 09/02/2026 | 7.60 K | $521.11 K | 33.22% | 0.53% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 7.54 K | $517.26 K | 0.12% | 0.53% |
| HRT FINANCIAL LP | 08/14/2026 | 7.50 K | $514.00 K | 100.00% | 0.53% |
| 3EDGE ASSET MANAGEMENT, LP | 07/27/2026 | 7.01 K | $480.59 K | 0.00% | 0.49% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 5.91 K | $405.35 K | 9.42% | 0.41% |
| CITADEL ADVISORS LLC | 09/02/2026 | 5.20 K | $356.60 K | 26.83% | 0.36% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 4.94 K | $338.43 K | 0.00% | 0.35% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 4.13 K | $282.88 K | 0.00% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 3.41 K | $234.05 K | -50.24% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 3.19 K | $218.49 K | 6.02% | 0.22% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.56 K | $175.53 K | -2.62% | 0.18% |
| GRANEY & KING, LLC | 08/07/2026 | 2.11 K | $144.81 K | 15.73% | 0.15% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 1.30 K | $88.81 K | -64.78% | 0.09% |
| CLEARSTEAD ADVISORS, LLC | 08/06/2026 | 1.15 K | $78.80 K | -9.31% | 0.08% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 524 | $36.02 K | 2.95% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 360 | $24.69 K | 0.00% | 0.03% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 256 | $17.56 K | 0.00% | 0.02% |
| GROUP ONE TRADING LLC | 08/14/2026 | 172 | $11.80 K | -3.91% | 0.01% |
| FMR LLC | 08/13/2026 | 15 | $1.01 K | 0.00% | 0.00% |
| SMARTLEAF ASSET MANAGEMENT LLC | 08/12/2026 | 1 | $68 | 0.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| GTS SECURITIES LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| NALLS SHERBAKOFF GROUP, LLC | 08/17/2026 | 0 | $0 | -100.00% | 0.00% |
Invesco CurrencyShares Australian Dollar Trust institutional Ownership - FAQ's
During the previous two years, 39 institutional investors and hedge funds held shares of Invesco CurrencyShares Australian Dollar Trust. The most heavily invested institutionals were:
3EDGE Asset Management, LP: 7,008
COMMONWEALTH EQUITY SERVICES, LLC: 6,012
FIG FINANCIAL ADVISORY SERVICES INC /ADV: 0
SIMPLEX TRADING, LLC: 0
Ashton Thomas Private Wealth, LLC: 0
CIBC WORLD MARKET INC.: 124,394
29.60% of Invesco CurrencyShares Australian Dollar Trust stock is owned by institutional investors.
Institutional investors have bought a total of 370.47 K shares in the last 24 months. This purchase volume represents approximately $25.95 M in transactions.